# Account Snapshot Report in ATZ CRM

> Use the Account Snapshot Report in ATZ CRM to view candidate pipeline distribution, job status breakdown, deal volume, and deal value distribution in one report.

Source: https://atzcrm.com/help/reporting-and-analytics/reporting-suite/account-snapshot-report/

Reporting Suite

# Account Snapshot Report in ATZ CRM

Use the Account Snapshot Report in ATZ CRM to view candidate pipeline distribution, job status breakdown, deal volume, and deal value distribution in one report.

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Quick Answer

The Account Snapshot Report shows four visual summaries: candidate pipeline distribution, job status breakdown, deal volume breakdown, and deal value distribution. Open Reports, select Account Snapshot Report, and export charts from the icon in the top-right corner of each graph.

The Account Snapshot Report gives you a concise visual view of candidates, jobs, and deals across key stages.

## Quick Answer

Open **Reports > Account Snapshot Report** to view candidate pipeline distribution, job status breakdown, deal volume breakdown, and deal value distribution.

## Access the Report

1.  Navigate to **Reports**.
2.  Select **Account Snapshot Report**.

## Candidate Pipeline Distribution

This chart shows current candidate-and-job assignments across hiring stages. A candidate assigned to two jobs can contribute to two stage totals, so these figures are application positions rather than a unique-candidate count.

## Job Status Breakdown

This graph shows non-deleted jobs in each current status. Archived jobs remain part of this account-level snapshot.

## Deal Volume Breakdown

This graph shows the percentage of deals in each stage.

## Deal Value Distribution

This chart shows the spread of deal value across stages. ATZ CRM weights active-stage value by the probability configured for that stage. The Lost stage shows its recorded amount rather than a weighted forecast.

## Export Graphs

Export any generated chart by clicking the icon in the top-right corner of the graph.

## Understand the Snapshot

Account Snapshot does not use a date-range filter. It reads the account’s current pipeline assignments, current job statuses, and current deal stages when the report loads. Use a dated report when you need activity that occurred during a particular period.

## Use Snapshot Reports Alongside Home

The personalized **Home** dashboard also offers current pipeline, job-status, and deal-value views alongside dated activity reports.

Use [Customize Dashboard Widgets and Filters](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/customize-dashboard-widgets/) to choose which views appear and configure each report separately. Your Home layout does not change this report for other users.

A current-stage distribution is different from the number of applications entering a stage during a historical period. Likewise, weighted deal value is not an unpaid invoice total or a confirmed payment.

Before comparing figures, check the metric, filters, and record access. See [Understand Home Dashboard Reports](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/dashboard-reports-guide/) for the individual definitions.

## Use Cases

### Executive Snapshot

Use the report for a quick view of overall recruiting, job, and deal health.

### Pipeline Balance Review

Identify whether too many candidates, jobs, or deals are concentrated in one stage.

### Deal Forecast Context

Compare deal volume and deal value distribution across stages.

## Troubleshooting

### A Segment Looks Empty

Check whether your account has records in the relevant candidate, job, or deal stages.

### Chart Does Not Export

Try the chart export icon again and check browser download permissions.

### Numbers Need More Detail

Use specific reports such as Client Productivity Insights or Job Statistics Overview for deeper analysis.

## FAQs

### What does Account Snapshot Report include?

It includes candidate pipeline distribution, job status breakdown, deal volume breakdown, and deal value distribution.

### Where do I access the report?

Go to Reports and select Account Snapshot Report.

### Can I export graphs?

Yes. Use the icon in the top-right corner of each graph.

### Is this report detailed or summary-level?

It is a summary-level snapshot. Use other reports for deeper analysis.

### Does it include deals?

Yes. It includes deal volume and deal value distribution.

### Can I use it for leadership updates?

Yes. It is useful for high-level pipeline and account health reviews.

## Related guides

[Client Productivity Insights](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/client-productivity-insights/) [Job Statistics Overview](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/job-statistics-overview/) [Get Started with the Home Dashboard](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/home-dashboard-overview/) [Understand Home Dashboard Reports](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/dashboard-reports-guide/) [Change Job Status](https://atzcrm.com/help/job-management/jobs/change-job-status/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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